One link for the client: requests, documents, review and signature
The firm asks for information, shares documents and gets them signed through the Client Exchange. The client answers in a portal with the firm’s name and branding, and every step each recipient took is recorded in a hash-chained trail.
Who uses it
- Accountant
- Manager
- Client director
- Client staff
What it does
- Requests with items — documents, questions, confirmations — sent to client contacts, affiliates or staff, from templates.
- Reminders and firm-branded e-mails, with sends, deliveries, clicks and portal visits recorded.
- A document vault with folders, versions and shares by link; every upload and every signed PDF filed in it.
- E-signing with placed fields, sequential or parallel signers, and a signed PDF with a completion certificate.
- Client review of draft statements and director sign-off in the portal.
- What the client still needs to send, worked out from the open requests.
How it works
- Send a request or share from the client’s file.
- The recipient opens their own link and session, optionally with an e-mailed one-time code.
- They upload, answer, review or sign.
- Everything lands on the client’s file with its trail.
The controls that protect it
- One hashed link per recipient, with idle and absolute expiry, renewal and revocation.
- Uploads are malware-scanned; the record says which scanner ran.
- The event trail is append-only and hash-chained; the signing certificate is built from it.
What it does not do (yet)
- E-mail opens are indicative: a mail program that blocks images is not counted.
- Signatures are simple electronic signatures with a completion certificate, not advanced electronic signatures.
